New Career Opportunity: Performance Reporting Associate (Northeast)

Posted by Steve Flynn on 5/1/21 7:48 PM

Our client is a private debt firm that focuses on pursing senior debt investments in lower-middle market companies. Our client has completed 500 investments, deploying over $3.5 billion of invested capital across a broad range of industries, investment products and transaction types.

The firm is seeking an individual with a diverse set of responsibilities within the treasury and finance area. The candidate will develop reporting templates, standardized monthly reporting packages and assist in ad hoc analysis for investor relations and financial reporting. The candidate will report to the Treasury team and will work directly with the Finance and Investor Relations teams. Candidate will build on a foundation in financial analysis, reporting, compliance, and investor communications. Complexity and ownership of projects will increase over time with commensurate experience.

Location: Boston, Massachusetts

If you are interested in learning more, please visit job #364 on our careers website.

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New Career Opportunity: Performance Reporting Associate (Southeast)

Posted by Steve Flynn on 5/1/21 7:45 PM

Our client is a private debt firm that focuses on pursing senior debt investments in lower-middle market companies. Our client has completed 500 investments, deploying over $3.5 billion of invested capital across a broad range of industries, investment products and transaction types.

The firm is seeking an individual with a diverse set of responsibilities within the treasury and finance area. The candidate will develop reporting templates, standardized monthly reporting packages and assist in ad hoc analysis for investor relations and financial reporting. The candidate will report to the Treasury team and will work directly with the Finance and Investor Relations teams. Candidate will build on a foundation in financial analysis, reporting, compliance, and investor communications. Complexity and ownership of projects will increase over time with commensurate experience.

Location: Fort Lauderdale, Florida

If you are interested in learning more, please visit job #363 on our careers website.

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New Career Opportunity: Private Equity Analyst (Southwest and Southeast)

Posted by Steve Flynn on 5/1/21 7:40 PM

Our private equity client is looking for an analyst to join its team.

The analyst should have one to three years of investment banking experience. Strong modeling and communication skills are necessary.

Our client has offices in the Southwest and South Florida.

If you are interested in learning more, please visit job #362 on our careers website.

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New Career Opportunity: Investment Banking Associates (New York)

Posted by Steve Flynn on 5/1/21 7:34 PM

Our Investment Banking client is seeking Associates for their NYC office for their consumer, gaming, technology, and healthcare groups. The successful candidates will need 2 to 3 years of previous investment banking experience, but it does not need to be in those sectors.

If you are interested in learning more, please visit job #361 on our careers website.

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New Career Opportunity: Private Equity Associate (Midwest)

Posted by Steve Flynn on 5/1/21 7:29 PM

Our client is seeking a private equity associate to join their team in the Midwest.

The position will assist senior professionals in all phases of private equity investment and portfolio management activities, including:

  • Opportunity identification and evaluation
  • Execution of due diligence 
  • Structuring of transactions, negotiation of financing
  • Portfolio company management and development including board meeting participation
  • Development of additional investment targets 

If you are interested in learning more, please visit job #358 on our careers website.

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New Career Opportunity: Sr. Portfolio Advisor - Marketing And Business Development (New York)

Posted by Steve Flynn on 5/1/21 7:22 PM

Our client is seeking a marketing and business development professional to join their Portfolio Advisory team.

Our client is a well-established global investment advisory firm based in NYC. Their services include non-discretionary and discretionary advisory and research services. Their clients include a wide range of institutional investors, including pensions, governmental entities, endowments/foundations, and insurance companies. 

The Portfolio Advisory team is responsible for developing and maintaining ongoing advisory relationships with large, sophisticated investors, by bringing together the resources of the firm for the benefit of each client. The team not only works with existing clients on the development and implementation of their alternative investment portfolios but is also the central point for the marketing and business development efforts of the firm.

This position is based in our headquarters in New York and reports directly to the Co-Heads of Advisory, Americas.

If you are interested in learning more, please visit job #359 on our careers website.

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New Career Opportunity: Senior Portfolio Advisors (New York)

Posted by Steve Flynn on 12/15/20 10:17 AM

Our client is seeking experienced professionals to join their Portfolio Advisory team.

The Advisory team is responsible for developing and maintaining ongoing advisory relationships with large, sophisticated investors, by bringing together the resources of the firm for the benefit of each client. The team not only works with existing clients on the development and implementation of their alternative investment portfolios but is also the central point for the marketing and business development efforts of the firm.

This position is based in their headquarters in New York and reports directly to the Co-Heads of Advisory, Americas.

If you are interested in learning more, please visit job #352 on our careers website.

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New Career Opportunity: Portfolio Advisory Associates (New York)

Posted by Steve Flynn on 12/15/20 10:13 AM

Our client is seeking Associates to join their Portfolio Advisory team.

The Advisory team is responsible for developing and maintaining ongoing advisory relationships with large, sophisticated investors, by bringing together the resources of the firm for the benefit of each client. The team not only works with existing clients on the development and implementation of their alternative investment portfolios but is also the central point for the marketing and business development efforts of the firm.

This position is based in their headquarters in New York and reports directly to the Co-Heads of Advisory, Americas.

If you are interested in learning more, please visit job #351 on our careers website.

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New Career Opportunity: Operational Due Diligence Analyst (New York)

Posted by Steve Flynn on 12/15/20 10:07 AM

Our client is a well-established global investment advisory firm that is seeking an Operational Due Diligence Analyst to be based out of their New York City office.

Operational due diligence involves on-site visits / meetings with fund managers, verification with various service providers, reference checking, and document reviews. A significant portion of the role will entail liaising with external parties while performing due diligence and background checks, as well as reviewing underlying funds’ financial and legal documents. Drafting reports involves extensive writing for their institutional clients. New hires will develop both the subjective and objective skills necessary to assess the business risks of alternative funds from an investor’s perspective. Over time, all operational due diligence professionals are expected to forge their own relationships throughout the industry.

If you are interested in learning more, please visit job #350 on our careers website.

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Remote Portfolio Advisory Analyst (Remote)

Posted by Steve Flynn on 12/15/20 9:57 AM

Our client is seeking a Remote Portfolio Advisory Analyst to join their Portfolio Advisory team.

The Portfolio Advisory team is responsible for developing and maintaining ongoing advisory relationships with large, sophisticated investors and is the central point for the marketing and business development efforts of the firm. This position will focus on efforts related to marketing to prospective clients, predominately through preparing responses to Requests for Proposals.

This is a remote position and will include regular interaction with global colleagues/clients.

If you are interested in learning more, please visit job #348 on our careers website.

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Tags: Careers